Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,652 | $138,072-86.5% | $123,549-84.9% | $135,382-86.2% |
| Participation rate | 89.5% | 84.7%+4.7pp | 82.3%+7.2pp | 82.6%+6.8pp |
| Annual return | 8.21% | 153.69%-145.5pp | 119.20%-111.0pp | 519.77%-511.6pp |
| Employer contribution / active EE | $3,445 | $5,152-33.1% | $4,628-25.6% | $4,779-27.9% |
| Participant deferral / active EE | $5,636 | $6,799-17.1% | $6,426-12.3% | $5,609+0.5% |
| Admin fee / account holder | $4,304 | $10,917-60.6% | $9,284-53.6% | $10,829-60.3% |